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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $607,628 | $185,905+226.8% | $170,057+257.3% | $139,487+335.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.88% | 60.56%-42.7pp | 53.42%-35.5pp | 373.84%-356.0pp |
| Employer contribution / active EE | $20,862 | $7,597+174.6% | $6,790+207.2% | $4,755+338.8% |
| Participant deferral / active EE | $23,764 | $11,627+104.4% | $10,411+128.3% | $6,713+254.0% |
| Admin fee / account holder | $146,097 | $15,397+848.9% | $12,826+1039.1% | $11,407+1180.7% |